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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$62.66
Change-$0.54 (-0.85%)
VolumeN/A
Net Assets57.95M
Vanguard Mid Cap Index Investor
Price$80.20
Change-$0.48 (-0.59%)
VolumeN/A
Net Assets201.28B
STRGX vs VIMSX Comparison Chart in %
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STRGX vs. VIMSX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. STRGX (57.9M). VIMSX pays higher dividends than STRGX: VIMSX (1.36) vs STRGX (0.59). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (27 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. STRGX (8.96). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 13.10 vs. STRGX (-5.96). VIMSX return over 5 years is better than : 61.47 vs. STRGX (4.99).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 53 years | 27 years | - |
| Gain YTD | 9.437 | 12.042 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.9M | 201B | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | -5.96 | 13.10 | -45% |
| Returns for 3 years | 0.03 | 54.69 | 0% |
| Returns for 5 years | 4.99 | 61.47 | 8% |
| Returns for 10 years | 21.51 | 145.68 | 15% |
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